About Our Founder
Trusted Experience. Deep Roots. Clear Purpose.
Like sailing a sharp line through changing waters, my work is guided by judgment, balance, and control.
It’s not about reacting fast — it’s about responding wisely.
Professional & Academic Background
With decades of experience in accounting, finance, and business management, supported by a strategic MBA and a deeply interdisciplinary foundation in management, communication, and philosophy, I’ve built a career around uncovering what matters, navigating complexity, and helping people make smart, well-informed decisions.
My academic path was intentional. I studied not only the technical foundations of accounting and finance but also the deeper disciplines that shape good leadership: ethics, communication, critical thinking, and human behavior. In graduate school, I explored strategy, analytics, and business intelligence, seeking ways to connect data with meaning and operations with insight.
I founded Oceanview to bring structure and clarity to areas that may need to be optimized, restructured, or aligned more closely with long-term goals. I approach every engagement with precision, integrity, and purpose.
While I believe that numbers tell a story, it’s also important how that story is framed — how reports, dashboards, and presentations are structured and presented. I value clear communication, thoughtful design, and a focus on what matters most. Color and structure aren’t just decoration; they’re tools that guide the eye, sharpen attention, and help clients see what others might miss.
I lead with intention and calm. Whether mentoring a team, guiding a client, or managing change, I bring clarity, consistency, and a strong sense of responsibility to every business relationship. And I believe in setting a high bar and supporting people in reaching it.
Idana Morgan
Founder & Managing Consultant, Oceanview Consulting Group
Personal Snapshot
I’m a devoted animal lover and longtime advocate for animal welfare causes. At the very least, I’ve always had a dog or cat in my life. Our current dog, Boogieman — aka “Boogie” — is more than a pet; he’s family. Loyal, sweet, and a little spoiled, he’s both our protector and best friend.
One of my favorite ways to recharge is being in the water — whether it’s swimming or spending time near the ocean. Though I don’t get to do it as often as I’d like, being near the ocean brings a sense of calm, clarity, and perspective. There’s something about the salt air, the cool weather, and the rhythm of the waves that clears my mind and brings me back to center. It leaves me grounded, focused, and ready for whatever’s next. That connection helped inspire the name Oceanview. It’s more than a reference. It’s a mindset.
Skating has also been a meaningful part of my life. I grew up ice skating competitively and still love to lace up roller skates when I get the chance. Both sharpened my focus, shaped my discipline, and gave me qualities I still lean on as an adult, along with a deep appreciation for balance that shows up in more ways than one.
If something here resonates with you — whether it’s the values, the vision, or the approach — I invite you to reach out.
Let’s talk about what you need, where you’re headed, and how I might be able to help.